PFO
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Pathstone Family Office’s NeoGenomics NEO Stock Holding History

Pathstone Family Office’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-56,826
Closed -$326K – 1408
2022
Q4 		$326K Buy
56,826
+45,150
+387% +$421K ﹤0.01% 1225
2022
Q3 		$100K Buy
+11,676
New +$116K ﹤0.01% 1413
2021
Q1 		– Sell
-13
Closed -$1K – 1114
2020
Q4 		$1K Hold
13
– – ﹤0.01% 1106
2020
Q3 		$0 Sell
13
-13
-50% -$483 ﹤0.01% 937
2020
Q2 		$0 Sell
26
-74
-74% -$2.05K ﹤0.01% 889
2020
Q1 		$3K Buy
+100
New +$3K ﹤0.01% 665

Other funds holding NEO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return